WBBIX Mutual Fund

NAV$10.03

Returns Overview

1 Month
-0.81%
3 Months
+5.48%
6 Months
+4.23%
YTD
+4.07%
1 Year
+8.90%
3 Years (annualized)
+8.86%
5 Years (annualized)
+3.64%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+5.87%
vs Peers
-1.80%

WBBIX Mutual Fund Performance

WBBIX performance across multiple time periods: 1-month -0.81%, YTD 4.07%, 1-year 8.90%, 3-year 8.86%, 5-year 3.64%, 10-year 5.09%.

WBBIX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

WBBIX performance comparison shows side-by-side returns with another fund. WBBIX alternatives are available in the Mutual Fund Screener.